EWA
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Exencial Wealth Advisors’s Walt Disney DIS Stock Holding History

Exencial Wealth Advisors’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Hold
0
– -$4.96M – 496
2024
Q2 		– Hold
0
– – – 132

Other funds holding DIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Exencial Wealth Advisors's DIS Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Walt Disney (DIS) stake by 4.9% in Q1 2026, selling an estimated $30.6K and leaving 5,623 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #382.

Exencial Wealth Advisors first reported a position in DIS in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.7M in Q4 2021. 2,987 funds tracked by Wall St. Rank hold DIS as of Q1 2026.

  • Exencial Wealth Advisors held 5,623 shares of Walt Disney worth $542K as of Q1 2026.
  • Exencial Wealth Advisors sold 290 Walt Disney shares in Q1 2026, an estimated $30.6K.
  • Walt Disney made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #382 holding.
  • Exencial Wealth Advisors first reported a position in Walt Disney in Q2 2013 and has held it in 52 quarters since.
  • Exencial Wealth Advisors's Walt Disney position peaked at $11.7M in Q4 2021.
  • 2,987 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.